Client Administrator
Core
Support Financial Planners and deliver exceptional client experiences through administrative and operational support.
Role type
Client Administrator (Financial Planning Support)
Builds
Client service delivery and operational efficiency for wealth management clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, financial product knowledge (ISAs, SIPPs, Pensions, Investments, Bonds), meeting coordination, back-office system management, record keeping
Preferred skills
proactive client focus, strong organizational skills, ability to plan workload
Technologies
back-office systems
Responsibilities
Manage client records, coordinate business processing activities, support meetings and reviews, liaise with operational teams for scripts/transfers/corporate actions, prepare meeting packs and valuations
Seniority
Individual Contributor